EverSource Wealth Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$617K Buy
2025
Q1
$228K Buy
2024
Q4
$277K Sell
2024
Q3
$253K Sell
2024
Q2
$352K Buy
2024
Q1
$189K Sell
2023
Q4
$161K Buy
2023
Q3
$60.4K Sell
2023
Q2
$121K Buy
2023
Q1
$39.4K Sell
2022
Q4
$20.7K Buy
2022
Q3
$5K Buy
2022
Q2
$2K Buy